Gerald L. Ray & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $282K | Hold |
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|
2017
Q1 | $271K | Hold |
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|
2016
Q4 | $295K | Sell |
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|
2016
Q3 | $276K | Sell |
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|
2016
Q2 | $280K | Hold |
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|
2016
Q1 | $306K | Buy |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | $266K | Buy |
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|
2015
Q2 | $260K | Buy |
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|
2015
Q1 | $214K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $213K | Hold |
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|
2014
Q2 | $210K | Hold |
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|
2014
Q1 | $202K | Hold |
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|
2013
Q4 | $202K | Buy |
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